Introduction

Recently, the 10000 ton positive electrode material factory building at the Lu'an production base of Na Yuan New Materials was officially completed. We will import a flexible production line design, which isThe industry's first 10000 ton NFS/NFPP dual system compatible production lineAccording to market demand, the production of two major polyanion systems, sodium iron sulfate and sodium iron phosphate pyrophosphate, can be flexibly switched, marking a landmark step in the large-scale production capacity construction of SIMT sodium far new material polyanion cathode materials.

01 Flexible Production: Two Processes on One Production Line

The 10000 ton factory building constructed this time will adopt a compatible process layout, serving as a hub for the sodium electricity industryThe first 10000 ton NFS/NFPP dual system compatible flexible production lineThe core process reserves production interfaces for two technical routes, NFS and NFPP.

By adjusting the front-end raw material ratio and key process parameters, the same production line can achieve large-scale production of two positive electrode materials, sodium iron sulfate and sodium iron phosphate pyrophosphate, without the need for large-scale renovation of the factory and core equipment. This flexible design has significant differentiation advantages in the industry:

Realistic picture of the Liu'an factory building of Na Yuan New Materials

⊙ Faster market response

The sodium electricity industry is currently in a period of rapid technological iteration, and there is uncertainty in the demand for material systems in downstream application scenarios. Flexible production lines can quickly adjust product structure according to market changes, avoiding the production capacity risk of betting on a single technical route.

⊙ Greater customer coverage

The NFS system focuses on cost sensitive scenarios such as lead-acid replacement for two wheelers and consumer electronics, while the NFPP system targets the mid to high end energy storage long cycle demand and AIDC distribution storage market. Dual system compatibility means that Na Yuan New Materials can simultaneously serve different levels of customer groups and broaden market boundaries.

Higher investment efficiency

By sharing factory infrastructure and core process equipment, flexible production lines significantly reduce fixed investment in single system capacity construction, improving capacity utilization and investment return efficiency.

Dr. Liu Zhongqing, Founder and Chairman of Na Yuan New Materials:

The sodium power industry is currently in a critical window period of transitioning from technology validation to scale, and the differentiation of downstream application scenarios is accelerating. Two wheeled vehicles require cost, energy storage requires long service life, and different scenarios have different demands for material systems. The reason why we insist on building a 10000 ton flexible production line is mainly to provide customers with more choices in the stage where the industry route has not fully converged: whether NFS or NFPP, Na Yuan New Materials can provide mature material solutions and stable scale supply. This is not only a commitment to our customers, but also a reflection of our long-term confidence in the polyanion route

02 Dual core driver: Full coverage of NFS/NFPP scenarios

asSolution guide for polyanion positive electrode systemNa Yuan New Materials adheres to the technology strategy of parallel NFS and NFPP routes.

NFS (Sodium Iron Sulfate) system material is usedCombining Soft and Hard to Build a SkeletonThe additive system material technology, with cost certainty and safety performance as its core advantages, combines 3.7V high voltage equalization, making it an ideal choice for scenarios such as lead-acid replacement for two wheeled vehicles and consumer electronics. At present, the 5000 ton NFS production line of Na Yuan New Materials Jiangxi Base has achieved stable full production, and the product performance has been widely verified in the market.

The NFPP (Sodium Iron Phosphate Phosphate) system adoptsUltra melting synthesis technologyTargeting energy storage and AIDC storage scenarios, with longer cycle life and high safety, high rate, and low-temperature adaptation, it has outstanding potential in large-scale energy storage, grid peak shaving, AIDC storage and other scenarios. Na Yuan New Materials' NFPP material is currently in the sample validation stage and has conducted joint testing with multiple downstream customers. The completion of the 10000 ton factory building in Lu'an Base provides sufficient capacity carrying space for the large-scale production of the two major systems. With the subsequent equipment entry and debugging progress, the company will form a multi-level product matrix covering different application scenarios and meeting different customer needs.

Realistic picture of the Liu'an factory building of Na Yuan New Materials

03 Ladder Layout: Promoting the Industrialization Process of Polyanion Route

Currently, the sodium electricity industry is accelerating from the technology validation phase to the large-scale implementation phase. According to research data from the Ministry of Industry and Information Technology in 2026, the cost of sodium batteries has approached the level of lithium iron phosphate batteries, and the application of sodium batteries in the energy storage field continues to expand. On the eve of the industrial explosion, the foresight of production capacity layout directly determines the market share of enterprises in the next stage.

Sodium Yuan New MaterialsWuxi hundred ton engineering technology development+Jiangxi thousand ton base preliminary verification+Liu'an ten thousand ton base scale undertakingThe stepped layout not only ensures the steady improvement of technological maturity, but also reserves sufficient production capacity for the rapid release of large-scale demand. The completion of the 10000 ton factory building is not only an important milestone in the development of Na Yuan New Materials, but also another substantial progress in the industrialization process of the polyanion route.

With the advancement of equipment installation and production line debugging, Na Yuan New Materials will continue to deepen the technological innovation and scale effect of polyanion positive electrode materials, contributing to the high-quality development of the global sodium electricity industry.

📌 About SIMT Sodium Yuan New Materials

Na Yuan New Material Technology (Wuxi) Co., Ltd. isSolution guide for polyanion positive electrode systemFocusing on the research and production of two core systems, NFS sodium iron sulfate and NFPP sodium iron pyrophosphate, as well as supporting system materials, we are committed to providing customers with full chain technical support from materials to processes, and promoting the large-scale implementation of the sodium electricity industry.